Org Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 738 shares of PWV stock, worth $48,877. This represents 0.02% of its overall portfolio holdings.

Number of Shares
738
Previous 758 2.64%
Holding current value
$48,877
Previous $47,000 2.13%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$61.22 - $65.41 $1,224 - $1,308
-20 Reduced 2.64%
738 $48,000
Q2 2025

Jul 16, 2025
SELL
$52.26 - $62.14 $1,201 - $1,429
-23 Reduced 2.94%
758 $47,000
Q1 2025

Apr 21, 2025
BUY
$56.58 - $60.89 $44,188 - $47,555
781 New
781 $46,000

Others Institutions Holding PWV

# of Institutions
187
Shares Held
12.6M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PWV Quotes by TradingView
  • Ticker PWV
  • Sector ETFs
  • Industry ETFs
More about PWV
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email